Wells Fargo & Company
WFC- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000072971
近 90 天,Wells Fargo & Company 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 2,883 家機構在 13F 申報持有,市值合計 $1,931 億;Oakmark(Harris Associates)、每日期刊等 5 位大師持有。
2026 年第 1 季 13F 持有人
Wells Fargo & Company 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,827
- 較 2025 年第 4 季 −37 家
- 持有股數
- 23.2 億
- 較 2025 年第 4 季 +2.63 億 (+12.8%)
- 總市值
- $1,840 億
- 較 2025 年第 4 季 −$71.1 億 (−3.7%)
- 新進機構
- 183
- 另有 1,052 家加碼
- 清倉機構
- 220
- 另有 1,189 家減碼
另有 46 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WFC 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $1,154 億 |
| 2023 年第 1 季 | 1,993 | $1,036 億 |
| 2022 年第 4 季 | 2,070 | $1,164 億 |
| 2022 年第 3 季 | 1,963 | $1,130 億 |
| 2022 年第 2 季 | 1,997 | $1,087 億 |
| 2022 年第 1 季 | 2,144 | $1,338 億 |
| 2021 年第 4 季 | 2,079 | $1,351 億 |
| 2021 年第 3 季 | 1,913 | $1,342 億 |
| 2021 年第 2 季 | 1,935 | $1,333 億 |
| 2021 年第 1 季 | 1,877 | $1,134 億 |
2026 年第 1 季持有機構
每家機構持有 Wells Fargo & Company 的股數、市值與佔組合比重;股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First National Advisers, LLC | 54,806 | $436.3 萬 | 0.64% | −7,936−12.6% | 減碼 |
| Ballentine Partners, LLC | 54,761 | $436.0 萬 | 0.06% | +10,184+22.8% | 加碼 |
| HF Advisory Group, LLC | 54,631 | $434.9 萬 | 1.48% | −319−0.6% | 減碼 |
| Jackson Hole Capital Partners, LLC | 54,435 | $433.4 萬 | 0.72% | +268+0.5% | 加碼 |
| Nicolet Bankshares Inc | 53,992 | $433.0 萬 | 0.16% | +36,112+202.0% | 加碼 |
| Verdence Capital Advisors LLC | 53,735 | $427.8 萬 | 0.25% | −11,782−18.0% | 減碼 |
| Generali Asset Management SPA SGR | 53,624 | $426.9 萬 | 0.09% | −15,675−22.6% | 減碼 |
| Brookstone Capital Management | 53,353 | $424.7 萬 | 0.05% | +4,186+8.5% | 加碼 |
| Great Lakes Retirement, Inc. | 53,232 | $423.8 萬 | 0.44% | +391+0.7% | 加碼 |
| Hillsdale Investment Management Inc. | 53,142 | $423.1 萬 | 0.12% | −7,350−12.2% | 減碼 |
| Simplicity Wealth,LLC | 53,059 | $422.4 萬 | 0.24% | −388−0.7% | 減碼 |
| Associated Banc-Corp | 52,850 | $420.7 萬 | 0.11% | −419−0.8% | 減碼 |
| Peapack Gladstone Financial Corp | 52,557 | $418.4 萬 | 0.05% | −4,742−8.3% | 減碼 |
| Cohen Investment Advisors LLC | 52,552 | $418.4 萬 | 1.99% | +493+0.9% | 加碼 |
| Flputnam Investment Management Co | 52,488 | $417.9 萬 | 0.06% | −63,914−54.9% | 減碼 |
| Paradigm Asset Management Co LLC | 52,352 | $416.8 萬 | 0.98% | 00.0% | 不變 |
| Wynn Capital, LLC | 52,207 | $415.6 萬 | 2.13% | −195−0.4% | 減碼 |
| Trust Point Inc. | 52,129 | $415.0 萬 | 0.36% | +4,844+10.2% | 加碼 |
| Verition Fund Management LLC | 52,041 | $414.3 萬 | 0.04% | −122,280−70.1% | 減碼 |
| TCW Group Inc | 51,500 | $410.0 萬 | 0.03% | +1,355+2.7% | 加碼 |
| Quad-Cities Investment Group, LLC | 51,448 | $409.6 萬 | 1.63% | −148−0.3% | 減碼 |
| Checchi Capital Advisers, LLC | 51,424 | $409.4 萬 | 0.28% | +1,799+3.6% | 加碼 |
| Steel Peak Wealth Management LLC | 51,328 | $408.6 萬 | 0.13% | +11,024+27.4% | 加碼 |
| Aft, Forsyth & Sober, LLC | 51,200 | $407.6 萬 | 1.24% | 00.0% | 不變 |
| Cynosure Management, LLC | 51,198 | $407.6 萬 | 0.51% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 51,198 | $407.6 萬 | 0.17% | +1,202+2.4% | 加碼 |
| Alphadyne Asset Management LP | 50,875 | $405.0 萬 | 0.53% | −494,103−90.7% | 減碼 |
| Haverford Trust Co | 50,874 | $405.0 萬 | 0.04% | +2,343+4.8% | 加碼 |
| Angeles Wealth Management, LLC | 50,683 | $403.5 萬 | 0.22% | +2,116+4.4% | 加碼 |
| Sagespring Wealth Partners, LLC | 50,602 | $402.8 萬 | 0.07% | +6,317+14.3% | 加碼 |
| Twin Capital Management Inc | 49,837 | $396.8 萬 | 0.51% | −6,785−12.0% | 減碼 |
| LMG Wealth Partners, LLC | 49,493 | $394.0 萬 | 0.72% | +1,902+4.0% | 加碼 |
| Schnieders Capital Management, LLC. | 49,452 | $393.7 萬 | 0.63% | −1,719−3.4% | 減碼 |
| Brookmont Capital Management | 48,934 | $389.6 萬 | 2.18% | +2,532+5.5% | 加碼 |
| Pavion Blue Capital, LLC | 48,725 | $387.9 萬 | 1.69% | −560−1.1% | 減碼 |
| Portside Wealth Group, LLC | 48,614 | $387.0 萬 | 0.53% | −5,436−10.1% | 減碼 |
| Somerset Group LLC | 47,400 | $385.9 萬 | 2.87% | −100−0.2% | 減碼 |
| ExodusPoint Capital Management, LP | 48,457 | $385.8 萬 | 0.04% | +48,457 | 新進 |
| Brevan Howard Capital Management LP | 48,445 | $385.7 萬 | 0.04% | −57,800−54.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 48,426 | $385.5 萬 | 0.14% | +1,105+2.3% | 加碼 |
| NVWM, LLC | 48,396 | $385.3 萬 | 0.86% | +556+1.2% | 加碼 |
| Family Management Corp | 48,199 | $383.7 萬 | 0.46% | +173+0.4% | 加碼 |
| Parallel Advisors, LLC | 48,183 | $383.6 萬 | 0.07% | +5,732+13.5% | 加碼 |
| Marshall Wace, LLP | 48,100 | $382.9 萬 | 0.00% | −952,100−95.2% | 減碼 |
| Smartleaf Asset Management LLC | 49,044 | $376.7 萬 | 0.14% | +4,931+11.2% | 加碼 |
| Meiji Yasuda Life Insurance Co | 47,123 | $375.1 萬 | 0.13% | +6,040+14.7% | 加碼 |
| Picton Mahoney Asset Management | 47,115 | $375.1 萬 | 0.04% | −6,334−11.9% | 減碼 |
| Freemont Management S.A. | 47,000 | $374.2 萬 | 0.70% | +33,900+258.8% | 加碼 |
| Main Street Research LLC | 46,882 | $373.2 萬 | 0.22% | +27,036+136.2% | 加碼 |
| Foster Group, Inc. | 46,644 | $371.3 萬 | 0.11% | +5,099+12.3% | 加碼 |
| Baader Bank INC | 46,660 | $371.0 萬 | 0.37% | −8,566−15.5% | 減碼 |
| Smith, Salley & Associates | 46,070 | $366.8 萬 | 0.18% | +1,792+4.0% | 加碼 |
| Convergence Investment Partners, LLC | 45,992 | $366.1 萬 | 0.60% | −4,267−8.5% | 減碼 |
| Apella Capital, LLC | 44,954 | $366.0 萬 | 0.05% | +6,411+16.6% | 加碼 |
| Union Heritage Capital, LLC | 45,970 | $366.0 萬 | 1.36% | 00.0% | 不變 |
| Regions Financial Corp | 45,939 | $365.7 萬 | 0.02% | −1,171−2.5% | 減碼 |
| Valeo Financial Advisors, LLC | 45,850 | $365.0 萬 | 0.09% | −11,410−19.9% | 減碼 |
| Carlson Capital L P | 45,528 | $362.4 萬 | 1.43% | +45,528 | 新進 |
| Ascent Group, LLC | 45,447 | $361.8 萬 | 0.13% | −1,468−3.1% | 減碼 |
| Oarsman Capital, Inc. | 45,412 | $361.5 萬 | 0.45% | +1,697+3.9% | 加碼 |
| Transcend Wealth Collective, LLC | 45,285 | $360.5 萬 | 0.29% | −55−0.1% | 減碼 |
| Focus Financial Network, Inc. | 45,267 | $360.4 萬 | 0.13% | −1,773−3.8% | 減碼 |
| Fiduciary Trust Co | 45,147 | $359.4 萬 | 0.04% | −924−2.0% | 減碼 |
| Inspire Trust Co, N.A. | 45,000 | $358.2 萬 | 0.55% | +45,000 | 新進 |
| Limestone Investment Advisors LP | 44,986 | $358.1 萬 | 1.76% | +44,986 | 新進 |
| Kuhn & Co Investment Counsel | 44,942 | $357.8 萬 | 2.30% | 00.0% | 不變 |
| SWS Partners | 44,813 | $356.8 萬 | 0.88% | −4,093−8.4% | 減碼 |
| Shayne & Co., LLC | 44,705 | $355.9 萬 | 1.10% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 44,672 | $355.6 萬 | 0.13% | +3,019+7.2% | 加碼 |
| Firetrail Investments Pty Ltd | 44,565 | $355.0 萬 | 1.21% | +2,152+5.1% | 加碼 |
| Triumph Capital Management | 44,335 | $352.9 萬 | 0.72% | −33−0.1% | 減碼 |
| Welch & Forbes LLC | 43,897 | $349.5 萬 | 0.05% | −821−1.8% | 減碼 |
| Qtron Investments LLC | 43,419 | $345.7 萬 | 0.47% | +100.0% | 加碼 |
| White Pine Capital LLC | 42,808 | $340.8 萬 | 0.93% | −1,216−2.8% | 減碼 |
| Argyle Capital Management Inc. | 42,690 | $339.9 萬 | 1.10% | +817+2.0% | 加碼 |
| Stonebridge Capital Advisors LLC | 42,617 | $339.3 萬 | 0.24% | −288−0.7% | 減碼 |
| Griffith & Werner, Inc. | 42,314 | $336.9 萬 | 1.67% | +4,579+12.1% | 加碼 |
| Pring Turner Capital Group Inc | 36,080 | $336.3 萬 | 2.02% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 42,194 | $335.9 萬 | 0.01% | −15,326−26.6% | 減碼 |
| Moneta Group Investment Advisors LLC | 41,989 | $334.3 萬 | 0.03% | −4,636−9.9% | 減碼 |
| Greenwood Gearhart Inc | 41,939 | $333.9 萬 | 0.18% | +2,000+5.0% | 加碼 |
| KCM Investment Advisors LLC | 41,783 | $332.6 萬 | 0.11% | +251+0.6% | 加碼 |
| Twin City Private Wealth, LLC | 41,714 | $332.1 萬 | 2.52% | −2,151−4.9% | 減碼 |
| Voya Financial Advisors, Inc. | 42,852 | $330.8 萬 | 0.33% | −3,460−7.5% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 41,203 | $328.0 萬 | 0.09% | −1,869−4.3% | 減碼 |
| Bank of Stockton | 41,182 | $327.8 萬 | 1.01% | −15,931−27.9% | 減碼 |
| Tower Bridge Advisors | 40,926 | $325.8 萬 | 0.31% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 40,428 | $325.8 萬 | 0.07% | +4,031+11.1% | 加碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 40,905 | $325.6 萬 | 0.68% | +379+0.9% | 加碼 |
| Rehmann Capital Advisory Group | 40,637 | $323.5 萬 | 0.17% | −2,506−5.8% | 減碼 |
| Savvy Advisors, Inc. | 40,620 | $323.4 萬 | 0.09% | +11,926+41.6% | 加碼 |
| Choate Investment Advisors | 40,318 | $321.0 萬 | 0.06% | +264+0.7% | 加碼 |
| Hodges Capital Management Inc. | 40,301 | $320.8 萬 | 0.27% | −43,529−51.9% | 減碼 |
| Johnson Financial Group, Inc. | 40,027 | $318.7 萬 | 0.12% | −1,268−3.1% | 減碼 |
| RFG Advisory, LLC | 39,949 | $318.0 萬 | 0.06% | −823−2.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 38,995 | $318.0 萬 | 0.14% | −514,382−93.0% | 減碼 |
| Harrell Investment Partners, LLC | 39,591 | $315.2 萬 | 0.75% | +2,142+5.7% | 加碼 |
| Trust Asset Management LLC | 39,458 | $314.1 萬 | 0.22% | −180.0% | 減碼 |
| Sumitomo Life Insurance Co | 39,416 | $313.8 萬 | 0.07% | +994+2.6% | 加碼 |
| Wealthspire Advisors, LLC | 39,396 | $313.6 萬 | 0.02% | −13,586−25.6% | 減碼 |